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SaganGoverned AI moderation for HCP interviews
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Sagan · AI moderation for pharma market research

AI-moderated HCP interviews built for drug-safety review.

Code asks and checks every question; a person decides every safety flag, against a forwarding deadline.

How does Sagan run an interview?

During the interview, code picks and checks every question and the AI may only reword one; a person decides every safety flag.

  1. Before the doctor sees a question

    Code: Engine picks the next question

    From the discussion guide

  2. AI model, optional: AI may reword it

    2 of 6 topics, at most 10 per interview

  3. Code: 15 checks before sending

    e.g. never names a brand first

    If a check fails

    • AI rewording fails: engine wording sent
    • Researcher question fails: not sent
  4. After the doctor answers

    Doctor, synthetic here: Types an answer

  5. Names, dates, record numbers removed before storing

    Code: Scans guide answers for safety

    adverse event, product complaint or special situation (e.g. overdose)

    Safety follow-up answers: read by a person, not scanned

    Set aside by a rule

    • Listed for the reviewer
  6. A person decides: Forward, or dismiss with a reason

    Dismissing a criteria-met flag needs a second person

    Simulated here

    Also enters here: A person must read every transcript

    Can raise what the rules missed; no deadline set

  7. Outside Sagan: Sponsor's drug-safety team

    Assesses seriousness and cause; decides what goes to regulators

    Forwarding simulated

Steps 5 to 6: Forwarding deadline: one business day after the stored answer

No safety questions until the guide ends.

  • Code (rules, no AI)
  • AI model (optional, checked)
  • A person decides
  • Blocked or dismissed
  • Outside Sagan
Read the full explanation

Code decides what to ask and checks every question before it is sent. Rules flag safety mentions in guide answers against EPHMRA criteria and date each from the stored answer, and a person decides every flag. Every finding cites the transcript turn it came from.

Moderation you can audit

A deterministic engine runs the discussion guide. It tracks which must-capture items each answer covered, follows up a vague answer with a question about one specific patient, steers a drift back once, and decides every next move. A language model only phrases the question, inside a reserved live segment of at most 10 questions per interview, and the engine’s own draft is sent whenever the model is slow, refused or breaks a rule.

Recorded interviews: 0 rewordings sent. Safety follow-up questions always use fixed wording, never AI.

Each moderator turn records why it was asked and what the gate decided, and a scorecard grades every interview on process checks (from the recorded moves) and outcome checks (from the respondent’s own words), against design targets that are labelled as targets.

Pharmacovigilance built in

Rules flag adverse events, special reporting situations and product complaints in every answer to a guide question, against the EPHMRA 2025 minimum criteria and each country’s special-situation list. Answers to the safety follow-up and stop questions are not scanned; a person reads them. A flag is a stored record carrying the detector version that raised it; its forwarding deadline, one business day in the interview country’s calendar, counts from the moment the answer was stored, even when the mention is found later.

Recorded example: due Mon 28 Sep, 16:23 ET (synthetic time).

The respondent is never interrupted: follow-up questions for each case come at the end of the interview. There are none after a researcher’s Stop now or End now, or for a mention found after the interview. A person decides every flag (simulated here), dismissing one that meets the criteria takes a second decision, and a reviewer must read every transcript, not only the flags. Each flag exports as an AER-shaped form, and the reconciliation lists every fielded country, zeros included.

When an answer is flagged, the engine does not follow up on it, and the gate blocks any question that names or quotes it, until the guide ends.

What happened in one recorded interview?

Synthetic

A side effect was flagged at turn 15; its follow-up waited 20 turns, until the guide ended.

  • Question from the engine: 22
  • Reworded by AI: 0
  • Side effect caught live: 1
  1. Opening: no questions
  2. Topic 1 of 6, Your practice: 2 questions, all from the engine
  3. Topic 2 of 6, Your most recent patient: 6 questions, all from the engine; side effect caught at turn 15
  4. Topic 3 of 6, What drives the decision: 4 questions, all from the engine
  5. Topic 4 of 6, How you see the regimens: 2 questions, all from the engine
  6. Topic 5 of 6, Reaction to a new result: 1 question, all from the engine
  7. Topic 6 of 6, Wrap-up: 1 question, all from the engine
  8. Safety follow-up (after the guide): 6 questions, all from the engine
  9. Close: no questions
  1. 1Asks about one real patient
  2. 2Side effect flagged
  3. 3Brings the talk back
  4. 4Safety follow-up starts
  5. 5Scorecard: 7 of 8 checks met

What do the live checks show right now?

The safety rule is tested on cases it never saw, with its misses shown; all 213 automated checks pass.

  • Unseen cases flagged at the right level9 of 16

    Written before the detector by the same author: not an external validation.

    • Flagged at the right level: 9
    • Flagged lower, still queued for a person: 2
    • Missed by the rule: left to the transcript read: 5

    9 of 16 flagged at the right level; 11 of 16 flagged at all

    The rule is a safety net; the control is a person reading every transcript.

    • Held-out set: 9 of 16 cases flagged at the right level: H02, H04, H05, H06, H08, H10, H14, H15, H16.
    • 2 flagged lower, still queued for a person: H07, H13.
    • 5 missed by the rule, left to the transcript read: H01, H03, H09, H11, H12.
  • Automated checks213 of 213All pass; re-run at build, 01:48 UTC
  • Questions checkedSynthetic438In the recorded interviews; 15 checks each

Would this sentence be flagged as a side effect?

Rules check the four minimum criteria (EPHMRA 2025); a person decides.

  • Reporter:the doctor
  • Patient:one patient, a group, or the doctor themself
  • Product:a product of the company that commissioned the researchDemonstration configuration: the study product only
  • Event:an event, special situation or product problem

Doctors’ sentences to try

More sentences to try
Type your own sentence

The check runs in your browser; nothing is sent anywhere.

What is checked before a question is sent?

Every question passes 15 checks before it is sent.

More questions to try
Write your own question

Pick a question to run the 15 checks

When does a finding count as a theme?

A theme counts only when the two coders agree or a person settles it.

  1. Doctor, synthetic here: Doctor's answers

  2. Coded twice, separately

    • Code: Rules coder (codebook)

    • AI model, optional: AI coder, second opinion

      Recorded interviews: rules coder only (0 AI quotes)

  3. Code: Quotes checked against the answer

    • Dropped, and the drop is counted

  4. Code asks: Do the two coders agree?

    If yes

    • Code: Counts toward a theme

    If no

    • A person decides: A person settles it

      Accepted rejoins the count; rejected is dropped

The AI never writes a theme or a number.

Read the full explanation

Every answer is coded by rules written against a codebook and, where a model run is recorded or live, by a model as a second coder. A validator drops any model quote that is not word for word in the turn it cites, and says so in a count. A theme is counted only where the two coders agree or a person adjudicated the disagreement; the model never writes a theme or a number.

Transcripts, consents, flags and review decisions are hash-chained, so an edit to a stored record shows up when the chain is verified. The sponsor gets a one-page topline and a reconciliation without verification data, screener detail or anything about other companies’ products.

The hash chain detects any edit to a stored record. It does not stop someone with database-owner access from rewriting the whole chain; production would anchor chain heads outside the database (not in v1). This is not a 21 CFR Part 11 audit trail.

When should you use Sagan, and when not?

Use Sagan for structured interviews; keep a human moderator for exploratory, sensitive or ultra-rare work.

Built for

  • Structured and semi-structured interviews
  • Consistent coverage of the guide
  • Safety handling, traceable record
Why

Sagan is built for structured and semi-structured interviews where coverage, safety handling and traceability matter more than improvisation. Human moderation is better for:

  • Exploratory discovery. An open-ended first look at a new space needs a moderator who can follow a thread the guide never anticipated.
  • Sensitive or trauma topics. Bereavement, end-of-life care or anything that needs a person's judgement in the moment.
  • Ultra-rare populations. When every respondent is irreplaceable, a human moderator is worth the cost.
  • Emotion recognition. Not implemented, and off by design: nothing reads tone, face or voice.
  • Anything needing clinical judgement. The moderator never advises, assesses safety or interprets a case.
  • Voice. This version is text only: a mis-heard brand or molecule name would break the product criterion silently.

About the name

ZoomRx ships an AI market-research platform called Sagan (launched June 2025) and markets it today as Sagan Agents (launched 20 May 2026). This Sagan is an independent product designed and built by Kaushal Khodifad. It is not affiliated with or endorsed by ZoomRx, uses none of its code or data, and nothing here describes how ZoomRx's product works.